Franklin Dynamic Asset Allocation Eq A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity and equity-related securities. Equity and equity-related securities include exchange-traded and over‑the‑counter (“OTC”) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other equity-focused investment companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	Franklin Dynamic Asset Allocation Equity Fund Class P	No Load	Closed			Aug 31, 2016	$250.54M	0.600%	Low	$0	$214.18M
—	Franklin Dynamic Asset Allocation Equity Fund Class A	Front Load	Open			Jan 23, 2009	$8.89M	0.660%	Low	$0	−$255,670.56

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